Sr Advisor, Spend Management Engagement Operations

Vizient•Irving, TX

About The Position

In this role, you will support engagement operations across the Spend Management Business Unit, including GPO, Supply Chain Services, and Category Managed Services. You will perform project setup, maintenance, data-quality reviews, reporting support, and other operational activities across ERP and PSA systems to help ensure accurate project information, timely financial reporting, and compliance with established processes. This role will work closely with Engagement Operations, accounting, project managers, delivery teams, and business leaders to identify discrepancies, resolve routine issues, maintain documentation, and support consistent execution across the engagement lifecycle.

Requirements

Bachelor’s degree in business, finance, accounting, operations, or a related field preferred.
Five or more years of experience in professional services, project operations, accounting, financial operations, or a related field preferred.
Strong attention to detail and demonstrated ability to identify, investigate, and resolve errors or inconsistencies.
Ability to manage multiple tasks and competing priorities in a fast-paced environment.
Working knowledge of project financial management, operational reporting, data quality, and business processes.
Experience with ERP, PSA, CRM, or other financial and operational management systems preferred.
Strong interpersonal and communication skills, with the ability to collaborate effectively with Finance, project managers, delivery teams, and other stakeholders.
Ability to perform the essential duties of the position satisfactorily, with or without reasonable accommodation.
Proficiency in SQL, Microsoft Excel, and strong working knowledge of Microsoft Office applications.
Demonstrate understanding of AI concepts, tools, risks, and opportunities and apply that knowledge appropriately in work activities, including reporting, documentation, data analysis, and operational processes.

Nice To Haves

Willingness to travel.

Responsibilities

Complete and maintain project, engagement, team, milestone, planned end-date, and related information across ERP and PSA systems in accordance with established procedures.
Perform regular data reviews, audits, and accuracy checks.
Support the preparation of recurring operational and financial reports, including project status, revenue, profitability, risk, and other performance information.
Assist with reviewing project financial information, expense reports, contract requirements, and supporting documentation to promote accurate revenue reporting, profitability tracking, and compliance with company policies.
Investigate discrepancies, incomplete information, and process gaps.
Coordinate routine corrections, escalate issues when appropriate, and communicate status to relevant stakeholders.
Keep templates, process documentation, methodologies, trackers, and related resources current, organized, and accessible to support consistent team execution.
Prepare meeting materials, status updates, and supporting documents.
Contribute to process improvements, training resources, and other initiatives that improve the efficiency and consistency of Engagement Operations.